Senior Wealth Advisor for High-Net-Worth Clients | Hybrid

Leah Yosef International; San Francisco (CA); Hybrid; USD 180,000 - 220,000; Full time

Job summary

Leah Yosef International, an independent Registered Investment Advisor in Silicon Valley, is seeking a Wealth Advisor to serve as the primary relationship manager for a select group of high-net-worth clients. Hybrid schedule with 1-2 days in-office and a compensation package above $200,000 in the first year.

You will advise on comprehensive wealth management including stock options, RSUs, deferred compensation, tax and estate planning, asset allocation, cash flow, retirement planning, and

Qualifications

• Experience advising high-net-worth clients on comprehensive wealth management.
• Ability to manage stock options, RSUs, and deferred compensation.
• Strong knowledge of tax, estate planning, and retirement planning concepts.

Responsibilities

• Serve as primary relationship manager for a select group of high-net-worth clients.
• Inherit client relationships from the founding partner and grow the business.
• Develop strategic partnerships with CPA, law, and insurance firms to drive referrals and client base expansion.

Skills

Wealth management

Stock options

RSUs

Deferred compensation

Tax planning

Estate planning

Financial planning

Asset allocation

Cash flow analysis

Retirement planning

Investment management

Job description

Leah Yosef International, an independent Registered Investment Advisor in Silicon Valley, is seeking a Wealth Advisor to serve as the primary relationship manager for a select group of high-net-worth clients. Hybrid schedule with 1-2 days in-office and a compensation package above $200,000 in the first year.

You will advise on comprehensive wealth management including stock options, RSUs, deferred compensation, tax and estate planning, asset allocation, cash flow, retirement planning, and